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Overview

InSight Presents will be available beginning

HOME  > USE > INTOUCH PRESENTS


  • About InTouch Presents
    Released June 12, 2017
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  • , InTouch Presents is a customizable, personalized sales presentation tool providing a structured Membership and PT presentation for your sales team.

About Presents

The core benefits of Presents to health clubs include:

  • Provides a seamless presentation flow and experience for membership and PT leads

  • Ensures peace of mind by only offering access to up to date sales promotions

  • Eliminates additional steps, processes and tools to deliver consistent, branded and professional pitches for club and PT leads

  • Gathers and shows personalized lead health goals

  • Displays your club's pricing structure and membership levels

  • Accessible via the InTouch application

  • Integrates with industry leading CMS software

  • Easy set up and configuration

How to Get Started

Have your club administrator contact Bart Budyn. He'll review pricing, answer any questions, and add this additional product to your InTouch License.

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Setting your Sales Presentations

  1. Log into InTouch and go to the Admin tab
  2. Select Sales Presentation
    1. Note: only clubs that have purchased Presents will have Sales Presentation listed on the blue bar. 
  3. Select Launch Sales Presentation Admin
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4. Set up your club's Presentation

    1. Name your Presentation (you can find your presentation on the top right hand corner using the presentation switcher)
    2. Select the date range you want this presentation to be accessible
    3. Apply the presentation to either your membership leads, your personal training leads, or both if you do a generic presentation to all leads
    4. Copy Presentation - This copies the existing presentation over to the other clubs you have admin access to, or if you want to copy and make changes to an existing presentation, just copy it to the same club.  We advise you to wait until you have built the presentation fully to copy it over to other clubs
    5. Follow the instructions throughout Presents to build your presentation!

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Who Can Set Up Presents

Everyone on your team who has Admin Access, has access to InTouch Presents Admin.

Now, View Your Presentation via your contact card!

If your team has access to leads, they have access to Launch Sales Presentations.  They can launch a sales presentation for a lead by:

  • Searching for the Lead (Membership or PT depending on the presentation they want to give)
  • Looking on the top right hand corner to find "Launch Presents"
    • This will launch into a new tab with the sales presentation you have set up
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